Administration Guide › Configure Email Notifications › Create an Email Template

Create an Email Template

Use parameter fields to insert personalized data in CA GovernanceMinder email templates.

You can base a CA GovernanceMinder email template on an existing template or create a new template, and use parameter fields to personalize your template.

We recommend that you base your first customized template for an email trigger event on the default CA GovernanceMinder template that is defined for that event.

Note: You cannot edit or delete a built-in template.

Follow these steps:

1. In the CA GovernanceMinder Portal, go to Administration, Settings, Email, Templates.

   The Email Templates screen appears.

2. To create an email template, do one of the following:
   • Base the new template on a built-in template:
     1. Click Load.

        The Load Template dialog appears.

     2. Select a template for the trigger event from the Select drop-down list and click OK.

        The template appears in an editing screen.

     3. Click Save As and rename the template.
   • Create a template:
     1. Click New.

        The New Template dialog appears.

     2. Select the trigger event that uses this template from the Email Event drop-down list.
     3. Specify a template name in the Name field.
     4. Click OK.

     The Email Templates editing screen appears.

3. Edit the template text.
4. (Optional) To add a parameter field, do the following:
   1. In the Subject or Body areas of the template, position your cursor where you want to insert the field.
   2. Locate the parameter in the Parameters list table below the template editing window.
   3. Click Add to Subject or Add to Body next to the field in the table.

   The parameter is inserted into the template. When emails are sent, actual data replaces the selected parameter.

5. (Optional) To insert HTML elements in the email template, do the following:
   1. In the Subject or Body areas of the template, position your cursor where you want to insert HTML.
   2. Add the HTML text.
6. Click Save to save the template.

   You have created a custom email template.

Next, you specify certification events.